CMH Wealth Management LLC VDE Holdings History
CMH Wealth Management LLC's Vanguard Energy ETF Holding Summary
As of 2025-03-31, CMH Wealth Management LLC held 116,407.00 shares of Vanguard Energy ETF(VDE), totaling $15.10 Mil. This investment constitutes 3.78% of their stock portfolio, and CMH Wealth Management LLC now holds 0.16% of the outstanding Vanguard Energy ETF(VDE) stock.
The initial trade took place in 2018Q2. And since then CMH Wealth Management LLC has made 18 purchases of VDE, at an average price of $79.32, for a total of 235,262.00 shares. In addition, there have been 7 sales at an average price of $70.47 for 118,855.00 shares. Based on historical transaction data and VDE's current price of $121.98, CMH Wealth Management LLC's estimated gain on his VDE holdings is $3.91 Mil, reflecting a 20.98% gain to date.
CMH Wealth Management LLC VDE ($121.98) Holding Chart
CMH Wealth Management LLC VDE ($121.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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